Ensure A+ Service with Rules to Escalate Customer Records and Cases to Appropriate Users
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours, annual holidays, etc. This add-on helps prevent your customer issues from getting lost or going unanswered.
The Significance of Customer Self-Service in the Digital Age
Customers in general aren’t the bedrock of your business – but **happy customers** are. They stay with you longer and bring profitable opportunities. Your marketing should mainly focus on delighting your customers. It attracts new customers who keep buying your products and services again, and most importantly, they spread the word through referrals and social media.
Capture SuiteCRM User Activity by Module, Function, and Time
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated, or deleted, plus time spent on each function.
Connect with Your Customers Using WhatsApp for SuiteCRM
The more ways you can connect with your customers, the more sales and support wins you can achieve. The Brainvire WhatsApp Extension enables you to conveniently communicate with clients via WhatsApp messages in SuiteCRM.
[Video Tutorial]: Track Your Sales Cycles with Workflows and Background Updater for SuiteCRM
One common case we’ve seen, in terms of sales organizations using SuiteCRM, is the need to track how long their unique sales cycles are. Our team at Jackal Software has created a helpful video to demonstrate how to use the built-in SuiteCRM workflows along with our developed solution, Background Updater, to track the number of days opportunities are open until closed.
Random Spotlight
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Timer Tracker
Timer Tracker helps users manage time spent on each activity within SuiteCRM. It integrates seamlessly with Billing (both Invoice & Quotes) to make generating billing based on hours accrued for customers a breeze.
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PDF Creator
PDF Creator for SuiteCRM is a powerful add-on for generating business PDFs, capturing electronic signatures, and automating related processes. Quickly create proposals, contracts, cases, quotes, invoices and other necessary docs while working in your CRM.
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Listview color
List-view Colors for SuiteCRM is designed to add color to the rows and text on a list for each row. The highlighting is done based on conditions/filters that you define. Great for identifying records that require attention based on specific conditions.
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